Tesla Motors couldn’t meet investor expectations following the surprise announcement of the P100D. It seems expectations were tied to the announcement of a new vehicle category. Given the poor feasibility dynamics of introducing another vehicle, there’s nothing newsworthy to drive shares much higher. Flickr Tesla (NSDQ:TSLA) more or less disappointed with Tuesday’s announcement, because analysts on... Read More →

Intel’s acquisition of Micron would give the former a full exposure to the prospects of 3D XPoint memory. But Intel would also be subject to Micron’s volatile earnings. While there are upsides to the move, there are risks as well. Flickr Intel Corporation (NSDQ:INTC) and Micron (NSDQ:MU) have been in business together for several years now,... Read More →

Dropbox is rumored to go public in 2017. Intense competition, a commoditization process, and a lack of acquisition appeal have put Dropbox in a problematic place. Its IPO will be Dropbox’s last ditch fight, which we believe is doomed to fail. Flickr For a long time, the cloud storage provider Dropbox was a hot name in the private startups... Read More →

Despite declining HCV sales, Gilead still has a wide economic moat meaning it should be able to withstand current headwinds. Hepatitis C sales fell in Q2 of this year because of the huge amount of patients starting treatment in the quarter of 12 months prior. If products such as bictegravir and simtuzumab get approved, they would... Read More →

Apple stock has gained significantly after bouncing off its May lows. The recent rally could prompt investors to take profits at the current price levels. However, there are 3 key reasons to buy Apple stock ahead of the upcoming iPhone launch. Flickr Apple (NSDQ:AAPL) stock price has gained 18%+ from its lows of May. The stock... Read More →

Net cash from operations has dropped to $9.3 billion through the first 6 months of the year which is worrying. Lost reserves from 2015 need to be replaced in 2016. If Exxon can combine higher production levels with higher crude oil prices, its upstream earnings in Q3 will increase significantly. Flickr For a few decades... Read More →

Pfizer’s top line is finally showing signs of growth even without counting Hospira. However, net income has taken a hit in the past six months. How does the Medivation acquisition impact its long-term prospects, if at all? 123RF In the first six months of this year Pfizer (NYSE:PFE) reported a revenue growth of 15%, from $22.7... Read More →

Oil prices are poised to increase, which will cause Exxon’s upstream earnings to recover. One factor that can change the fragile balance between oil supply and demand is the economic crisis in Venezuela. The average target price of the top analysts is at $94, however, in my opinion, shares could go higher. Flickr Historically most... Read More →

Microsoft has cleverly created reporting segments that balance decline with growth. More Personal Computing is the one segment that will take some time to show results. On the plus side, there are multiple revenue streams that aren’t yet fully realized. Flickr Microsoft Corporation’s (NSDQ:MSFT) sales have declined in the last four quarters with the company reporting annual... Read More →

Pure Storage Inc nearly doubled its revenue, growing at an accelerated pace in Q2 FY17. Gross margins expanded while operating and net losses were cut in half. Expect a short term rally, but Pure Storage is still a speculative bet. Here’s why. Flickr Shares of Mountain View, California-based enterprise flash storage company Pure Storage are... Read More →